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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,074 | $84,936-30.4% | $111,308-46.9% | $79,391-25.6% |
| Participation rate | 99.4% | 75.9%+23.5pp | 77.3%+22.0pp | 70.7%+28.7pp |
| Annual return | -30.91% | 17.45%-48.4pp | 54.67%-85.6pp | 116.88%-147.8pp |
| Employer contribution / active EE | $11,974 | $1,979+505.0% | $2,732+338.3% | $2,428+393.2% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |